Keys to Closing: A Mortgage Operations Panel Discussion
Schedule
Thu, 18 Sep, 2025 at 11:30 am
UTC-04:00Location
9440 Montgomery Rd, Montgomery, OH 45242-7603, United States | Montgomery, OH
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Date & Time:📅 Thursday, September 18, 2025
🕚 Check-in: 11:30 AM
🕛 Program: 12:00 – 1:30 PM
Join us for an exclusive panel discussion featuring the professionals who keep your deals moving: an Underwriter, Appraiser, and Processor. This interactive roundtable will dive into real-world challenges and insider strategies to help you deliver smoother, faster closings for your clients.
Panel Format & Topics:
Panel Interviews: Learn directly from each role about what makes or breaks a deal.
Key Topics Covered:
Packaging a clean file to reduce conditions
How underwriters evaluate income (W-2 vs. self-employed borrowers)
Common pitfalls with condos, insurance, and appraisals
How processors keep deals on track and avoid last-minute delays
Market trends and how appraisers handle reconsiderations
Interactive Q&A: The last 30 minutes are yours — bring scenarios, challenges, and client questions. Our panel is ready to engage and provide actionable answers.
What You’ll Gain:
Tips to avoid common underwriting snags
Clarity on income calculation for tricky files (self-employed, variable income)
Insights into condo and insurance requirements that derail deals
Better collaboration with your operations team to speed up closings
Audience: Loan Officers, Processors, Realtors, & all other Mortgage / Real Estate Professionals
Pricing & Registration:
🎟️ $35 – Members → https://buy.stripe.com/7sY7sK3Nwg3H5R19KA7Vm04
🎟️ $45 – Non-Members → https://buy.stripe.com/aFa00ibfY5p3bblaOE7Vm05
🤝 $250 – Sponsorship → https://buy.stripe.com/dRmfZg5VEbNr93de0Q7Vm06
Sponsorship Includes:
4 event tickets (with lunch included)
Recognition of your organization at the event
Featured mention in event materials
Lunch is included in all ticket prices.
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Where is it happening?
9440 Montgomery Rd, Montgomery, OH 45242-7603, United StatesEvent Location & Nearby Stays:
